Episodes

During his collegiate basketball playing days and then during his time as a basketball performance coach, Alan Stein Jr., has learned that the secret to achieving greatness happens during the "unseen hours". Now, as a keynote speaker, Alan works with organizations to help them to achieve "more" and to move the needle towards their potential for greatness. To learn more, visit www.alansteinjr.com , www.strongerteam.com and make sure to connect with Mr. Stein on Linkedin For all of your financia...

As a buyer's agent in the Myrtle Beach, South Carolina market Vicki Durkin walks her clients through the entire home-buying process. In this episode we discuss: 1. Why a buyer's agent is important. 2. The costs associated with buyer's agents. 3. The difference between a buyer's agent and a seller's agent. 4. Some common mistakes that a good buyer's agent can help you to avoid when purchasing a property. Vicki Durkin can be reached via email at vickisellsthebeach@gmail.com and you can visit ...

Corbin Cook is a Fractional CFO, owner of a bookkeeping firm, and a Certified Value Builder Advisor. In this episode, David and Corbin discuss: 1. Why book keeping and accurate financial numbers are crucial to your business today AND when you start the selling process. 2. Simple steps that you can take that will help you to sell your business for a higher multiple when you are ready to sell. 3. The types of activities that business owners should get off of their own plates. To learn more about ...

The Labor Lawyer, Ryan Stygar discusses: 1. How to NOT get sued as an employer. 2. Commonly mis-used employment related terms. 3. Proper handling of tips 4. Salary vs. Salaried exempt vs. hourly guidelines. Ryan is a TIK TOK sensation and can be found @attorneyryan To contact Ryan or learn more about him and his practice CLICK HERE Make sure to email david@parallelfinancial.com with any of your financial questions Don't forget to visit www.allofmyassets.com and www.weeklywealthpodcast.com You ca...

Michael DiJoseph, CFA works with financial advisors to help them to properly bring value and coach their clients. In this fascinating discussion, Mr. DiJoseph talks about: 1. The influence of politics on the markets. 2. How to THINK about large portfolio losses. 3. The importance of planning for goals, as opposed to, simply attempting to receive the highest possible rate of return in an investment portfolio. Email david@parallelfinancial.com with your financial questions or visit www.calendly.co...

Cary Duke talks about simple strategies to make your business more visible on Google. Cary's website is adstrategies.co and he can also be reached on Linkedin www.linkedin.com/in/caryduke/ Don't forget to check out: www.allofmyassets.com www.allofmyassets.com/freedomscore www.weeklywealthpodcast.com and email david@parallelfinancial.com with any questions

Matt Cavanaugh and Tim Winfrey have decades of experience in the many areas of the real estate industry. They have also teamed up to form The Freedom Chasers Podcast where they talk with agents, investors, and other professionals that can help their listeners to build wealth in the real estate industry. Check out their show on APPLE PODCASTS, YOUTUBE, or join The Freedom Chasers Real Estate Sales and Investing Group on Facebook To reach David Chudyk, CFP(r) about any of your financial concerns...

If you are like many business owners, you have poured your heart and soul into your business but you have also neglected your own personal finances. In this episode, we discuss how to get the B A S I C S of your personal finances in shape and also how to optimize the potential sale price of your business. Vist www.allofmyassets.com to learn more or CLICK HERE to take get your PRE-SCORE which can give an indication of how ready you are to sell your business. As always, email david@parallelfinan...

After a successful corporate career in many leadership positions, Mike Ungar began a coaching practice. Mike believes that we, as entrepreneurs and leaders, can have better lives by working with a business coach. www.michaelungar.focalpointcoaching.com <-------- click to visit Mike's website and to get YOUR business growth score. With any financial related questions, email david@parallelfinancial.com Get your VALUE BUILDER SCORE Value Builder Score | All of Your Assets | South Carolina (allofm...

In this episode we describe the various methods of charitable giving. To ask your questions about this or any other financial planning topic, email david@parallelfinancial.com Make sure to visit www.weeklywealthpodcast.com and www.allofmyassets.com

"I can find any business $100,000 or more in less than 45 minutes... guaranteed", Howard Wolpoff If you are like many business owners, you are highly skilled with regard to your trade, but you struggle with a marketing message and lead nurturing program. Howard Wolpoff HELPS business owners to develop a MARKET DOMINATING POSITIONS. CLICK HERE to learn more about Howard and his processes As always, David Chudyk, CFP(r) is available for those money related questions that are keeping you up at n...

Doug Mitchell is an entrepreneur, podcaster, speaker, coach, father, and husband who has built successful sales organizations. In this episode we discuss: 1. Why core values are important. 2. What can a business leader do when "no one wants to work" 3. How to empower a sales team to achieve their goals. To learn more about how Doug can help you, visit www.txbizdad.com To sign up for the UPSTATE SMALL BUSINESS CONFERENCE, visit www.upstatesbc.com As always David Chudyk can be reached via emai...

Pj Reilly has unique methods of buying and selling vacant land. Whether you are interested in buying one piece of vacant land or learning how to grow your wealth through the buying AND selling of land, this episode could be for you. To learn more about his course, please visit www.landlifecourse.com and make sure to follow him on tiktok @pjreillyislandlife and check out his YOUTUBE Channel by CLICKING HERE Don't forget to check out David's new website www.allofmyassets.com to learn how to buil...

Danielle Hayden of Kickstart Accounting, Inc helps to make business owners' lives easier and more profitable. Through increasing efficiency, decreasing the time it takes to collect receivables, and being part of her clients' "financial team", Danielle and the Kickstart Accounting help business owners to run their businesses more efficiently and more profitably. Visit www.kickstartaccountinginc.com

To sign up to attend PHILLIP SESSIONS event in the upstate of SOUTH CAROLINA, make sure to go to www.upstatesbc.com and to book your complementary consultation with Phillip, please CLICK HERE. To learn more about David Chudyk visit www.weeklywealthpodcast.com and if you are a business owner, I would love your thoughts on our new website www.allofmyassets.com David Chudyk can be reached via email david@parallelfinancial.com

After her first business failed, Stacey Brown Randall had to come up with systems, methods, and processes to gain new clients. In her first year of her new venture, she received 120 referrals. To learn more about how Stacey can help you to build your business through the power of referrals, please visit www.staceybrownrandall.com and make sure to take her REFERRAL NINJA QUIZ by clicking www.staceybrownrandall.com/quiz As always, email david@parallelfinancial.com with any of your money/financial...

Chris Melcher of Walzer, Melchel, and Yoda in Southern California represents high profile clients in divorce cases. In this episode, we get his unique perspective on the #JohnnyDepp and #AmberHeard case and we discuss the PRACTICAL steps that your business can take if you are ever involved in a defamation case. For more information about Mr. Melcher, please visit www.walzermelcher.com CLICK HERE to download YOUR VALUE BUILDER SCORE FOR YOUR BUSINESS For any other financial issues that are kee...

So far in 2022, the major stock market indices are all down. Emotions are high and anxiety is strong. In this episode, we talk about some of the action items you can take that can reduce your anxiety and even help you to come out of this downturn better than you were before it began. Email david@parallelfinancial.com or go to www.calendly.com/davidpf to set a time to discuss your portfolio CLICK HERE if you would like to get the VALUE BUILDER SCORE for your business CLICK HERE to download you...

Do you talk to your prospects like they are dogs or kitty cats? Find out which approach can lead to better relationships! Don't forget to download Nikki's FREE ebook by going to youralesmaven.com/week Nikki can be found at: https://yoursalesmaven.com/ https://www.facebook.com/yoursalesmaven/ https://www.instagram.com/your_sales_maven/ https://www.linkedin.com/in/nicolerausch/ As always, David Chudyk, CFP(r) is available for any questions about your MONEY. email david@parallelfinancial.com or...

Are you an entrepreneur that wears many hats? Do you have the responsibility of leading your sales team but: - don't do it effectively? - don't have the time to do it at all? - don't have the desire to lead your sales team? If you answer is yes or if your sales team's numbers are not where you would like, a FRACTIONAL SALES MANAGER could be for you To learn more about Will Traylor and his company, visit www.actionaxiom.com email him at wtraylor@actionaxiom.com, or call (303) 621-6032 As al...

Ken Ruggiero is an Advisor with Conscious Capitalism and CEO and Chairman of Ascent, a student success company offering success programs and outcome-based education loans. Ken is extremely passionate about setting students up for success to earn higher ROI from their degree/careers and has funded programs like mentoring, micro-internships, and financial literacy programs provided for free to help students succeed. Visit Bright Futures Engine to find the numerous resources that Ken makes availab...

College planning, college selection, college funding, and even the decision TO go to college can impact the financial lives of students and parents for decades. In this episode, Cozy Whittman of College Inside Track discusses: 1. What the FAFSFA is, when to fill it out, and other dispels other FAFSFA myths. 2. Some other methods by which to fund your college expenses. 3. Upcoming changes to the FAFSFA To discuss your child's educational goals visit Free Advice - College Inside Track As alway...

In this episode we discuss some or the legal documents that many individuals should have in place as well as some of the basic legal issues that small business owners face. If you are in South Carolina, visit https://mjmlawsc.com to learn more about Mr. McDuff and his firm. As always email david@parallelfinancial.com for your consultation regarding any of the financial issues that are keeping you up at night. To watch an 11 minute video that describes how our firm manages risk CLICK HERE

Tiffany Phillips is a Certified Public Accountant who is proactive in tax PLANNING. She works diligently with with her client to craft strategies that can help them to reduce their tax burdens. Visit Tiffanyphillipscpa.com to learn more about Tiffany and her practice. As always, email david@parallelfinancial.com with all of your financial related questions